2026-09-15T07:08:27-05:00 2025-10-31 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2024-11-01 610304950 PENDENNIS CLUB INCORPORATED PEND 5025844311 218 W MUHAMMAD ALI BLVD LOUISVILLE KY 40204 WILLIAM R WOBBE JR TREASURER 5025844311 2026-09-14 1 1 EMILIE M KNIERIEM CPA P01330194 5029923500 2026-09-14 2024 OZAIR M SHARIFF 218 W MUHAMMAD ALI BLVD LOUISVILLE KY 40204 3100177 0 X PENDENNISCLUB.ORG X 1881 KY BUSINESS PERSON ATHLETIC/SOCIAL CLUB 15 15 70 15 434088 1782 201214 396606 1313278 1454201 907 492 725454 863431 2240853 2714730 665 750 0 0 1224439 1392834 0 0 0 880263 951038 2105367 2344622 135486 370108 1550616 1959734 473079 512089 1077537 1447645 TO PROVIDE BUSINESS, ATHLETIC AND SOCIAL INTERACTION TO THE CLUB'S MEMBERS 0 0 TO PROVIDE BUSINESS, ATHLETIC AND SOCIAL INTERACTION TO THE CLUB'S MEMBERS 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 1 70 1 1 1 0 0 0 0 240890 0 0 0 0 X 15 15 1 0 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 KY X KORTNEE GOYETTE 5025844311 218 W MUHAMMAD ALI BLVD LOUISVILLE KY 40202 THOMAS S WOBBE PRESIDENT 0.50 0.00 X X 0 0 0 RICHARD S CLEARY VICE PRESIDENT 0.50 0.00 X X 0 0 0 WILLIAM R WOBBE JR TREASURER 0.50 0.00 X X 0 0 0 E BRUCE BLYTHE III SECRETARY (BEG FYE 2025) 0.50 0.00 X X 0 0 0 RUSSELL B SCOTT DIRECTOR 0.50 0.00 X 0 0 0 DARON M VANVACTOR DIRECTOR 0.50 0.00 X 0 0 0 PETER ASHBY HOWARD DIRECTOR 0.50 0.00 X 0 0 0 OZAIR M SHARIFF DIRECTOR 0.50 0.00 X 0 0 0 J DANIEL RIVERS JR DIRECTOR (END FYE 2025) 0.50 0.00 X 0 0 0 NICHOLAS C PHELPS DIRECTOR 0.50 0.00 X 0 0 0 HARRY L SEEGER DIRECTOR 0.50 0.00 X 0 0 0 LAURA L WELLS DIRECTOR 0.50 0.00 X 0 0 0 LEE W ROBINSON DIRECTOR 0.50 0.00 X 0 0 0 CHRISTOPHER MORRIS DIRECTOR (BEG FYE 2025) 0.50 0.00 X 0 0 0 DAVID T KLAPHEKE DIRECTOR (BEG FYE 2025) 0.50 0.00 X 0 0 0 WALTER W ZAUSCH II DIRECTOR (BEG FYE 2025) 0.50 0.00 X 0 0 0 JAMES GERHARDT GENERAL MANAGER/HEAD CHEF 40.00 0.00 X 141000 0 8529 141000 0 8529 1 0 0 0 0 76667 319939 396606 MEMBERSHIP AND INITIATION FEES 813410 1082792 661265 421527 OTHER FEES AND CHARGES 813410 245774 245774 PROGRAM RENTAL REVENUE 531120 80781 80781 OTHER PROGRAM REVENUE 900099 44854 44854 1454201 492 492 11700 0 11700 11700 11700 1046056 385447 660609 660609 CAPITAL FUND FEE 900099 190753 190753 MEMBERSHIP FINES 900099 369 369 191122 2714730 1693283 434088 190753 750 1197682 12222 92144 90786 20861 75443 9090 71725 44043 230164 900 11095 104664 76001 REPAIRS AND MAINTENANCE 133857 SUPPLIES 98921 ENTERTAINMENT EXPENSE 51112 FEES AND LICENSES 3048 20114 2344622 300 300 47488 106718 97957 144647 71120 90059 44231 47882 5121299 3558764 1281927 1562535 7593 7593 1550616 1959734 157598 236292 315481 275797 473079 512089 X 1077537 1447645 1077537 1447645 1550616 1959734 370108 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 404913 404913 2844575 1894672 949903 444621 424348 20273 1427190 1239744 187446 1562535 X PART X, LINE 2: PENDENNIS CLUB, INCORPORATED IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(7) OF THE INTERNAL REVENUE CODE. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME AS NOTED UNDER SECTION 511 OF THE INTERNAL REVENUE CODE. INTERNAL REVENUE CODE SECTION 513(A) DEFINES AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION AS ANY TRADE OR BUSINESS WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CLUB AND RECOGNIZE A TAX LIABILITY IF THE CLUB HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CLUB, AND HAS CONCLUDED THAT AS OF OCTOBER 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE CLUB HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH OCTOBER 31, 2024 AND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE CONSOLIDATED FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). FORM 990, PART VI, SECTION A, LINE 2 WILLIAM R. WOBBE, JR. AND THOMAS S WOBBE ARE BROTHERS BOTH SERVING ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE CLUB IS COMPOSED OF MEMBERS WHO MUST BE ELECTED TO THE MEMBERSHIP BY A RESIDENT MEMBER AND SECONDED BY TWO RESIDENT MEMBERS, ALL OF WHOM SHALL KNOW THE NOMINEE PERSONALLY, BUT NONE OF WHOM SHALL BE RELATED TO THE NOMINEE BY BLOOD OR MARRIAGE-BY BEING A SECOND COUSIN OR CLOSER. THE NOMINATION SHALL BE POSTED BY THE SECRETARY OF THE CLUB AND REMAIN THERE FOR TEN DAYS. DURING THAT TIME, MEMBERS MAY FURNISH THE BOARD AND MEMBERSHIP COMMITTEE WITH CONFIDENTIAL INFORMATION RELATING TO THE QUALIFICATION OF ANY NOMINEE FOR MEMBERSHIP. THE NOMINATION SHALL THEN BE TAKEN FROM THE BULLETIN BOARD BY THE SECRETARY AND DELIVERED TO THE MEMBERSHIP COMMITTEE FOR INVESTIGATION. THE RECOMMENDATION OF THE MEMBERSHIP COMMITTEE SHALL BE REPORTED BY IT TO THE PRESIDENT, BY WHOM IT SHALL BE REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT MEETING OF THE BOARD. VOTING SHALL BE BY SECRET BALLOT. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY IS THE BOARD OF DIRECTORS AND THE BOARD IS ELECTED TO TWO YEAR TERMS BY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B UNDER THE CLUB'S BY-LAWS, A RULE OR BY-LAW ADOPTED BY THE BOARD OF DIRECTORS, OR A JUDGMENT OF EXPULSION, MAY BE APPEALED TO THE MEMBERSHIP AT A SPECIAL MEETING, AND THE MEMBERSHIP MAY SUSTAIN, MODIFY, OR REVERSE THE BOARD'S ACTION. NO OTHER DECISIONS OF THE BOARD REQUIRE MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PRESENTED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PENDENNIS HISTORICAL FOUNDATION 218 W MUHAMMAD ALI BLVD LOUISVILLE KY 40202 200180924 TO RAISE FUNDS FOR THE PRESERVATION OF HISTORIC PROPERTY. KY 501(C)(3) 509(A)(2) N/A 0 PC PRODUCTS LLC 455 S 4TH STREET SUITE 1157 LOUISVILLE KY 40202 208607791 FOOD PRODUCTION AND SALES KY PENDENNIS CLUB INCORPORATED C 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0